Filed August 27, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,834 | $62,672-54.0% | $185,117-84.4% | $70,131-58.9% |
| Participation rate | 69.6% | 63.8%+5.8pp | 77.3%-7.6pp | 69.5%+0.1pp |
| Annual return | 25.97% | 40.79%-14.8pp | 40.50%-14.5pp | 73.14%-47.2pp |
| Employer contribution / active EE | $988 | $1,753-43.7% | $4,182-76.4% | $2,342-57.8% |
| Participant deferral / active EE | $2,147 | $3,272-34.4% | $5,045-57.4% | $3,332-35.6% |
| Admin fee / account holder | $1,765 | $3,932-55.1% | $8,159-78.4% | $4,645-62.0% |